Blog Header

Cokie's Blog

Saying yes to your financial future!

3 Troubling Retirement Planning Statistics You Need To Know

There are 3 retirement planning statistics that trouble me the most – and investors need to know how to protect their...

Thinking About a 401k Rollover to Annuity? Think Again.

If you’re thinking about a 401k rollover to annuity…DON’T.  Simply put, annuities = HIGH FEES.  Class dismissed. Studies show that most...

How to Rollover a 401k: Important Decisions & Considerations

Want to learn how to rollover a 401k the easy way?  Most investors do. Whether it’s how to rollover, how to...

The 401k Market is Broken

Yes, I truly believe that the 401k market is broken. That’s right, broken. Sound familiar? You go to the enrollment meeting...

Hunting for Buy and Hold Strategy Advantages? Let’s talk Turkey.

Investors beware! Hunting for buy and hold strategies can offer seasonal advantages and disadvantages.  This occurred to me this weekend while...

Alphavest and Red Triangle’s Angles Q2 2014 Overview

Quiet the Noise (Listen to the Data): Below you will find a “temperature reading” on the market and the risk level...

Hire an Investment Advisor or DIY?

I was lucky enough to close out an amazing ski season at Silverton Mountain, in Silverton Colorado this weekend. Not many...

The 411 on 401k’s: Rollover Options, Taxes and IRAs, OH MY!

  • April 11, 2014
  • 401k

Which road do you take when it comes to 401k rollover options? “Follow the Yellow Brick Road…Because, because, because, because, because….”...

KIA Lies: Investors, Use Your Freedom of Speech!

KIA Lies I actually snapped this photo Thursday leaving John’s Island, SC…a disgruntled KIA driver from NY. If only Investors voiced...

3 Crash Proof Retirement Ideas For 2014

Retiring soon? Let’s explore 3 crash proof retirement ideas for 2014. Know anyone that retired or wanted to retire in 2008?...